Filed July 18, 2017
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,177 | $72,177-52.6% | $115,037-70.3% | $59,632-42.7% |
| Participation rate | 92.3% | 72.6%+19.8pp | 81.4%+10.9pp | 68.7%+23.6pp |
| Annual return | 1.78% | 12.02%-10.2pp | 26.14%-24.4pp | 2041.28%-2039.5pp |
| Employer contribution / active EE | $4,198 | $2,841+47.8% | $4,608-8.9% | $2,203+90.6% |
| Participant deferral / active EE | $5,875 | $4,783+22.8% | $6,026-2.5% | $3,192+84.1% |
| Admin fee / account holder | $324 | $4,927-93.4% | $8,175-96.0% | $4,297-92.5% |